Daniel Satz
CFP®, MPAS® CRPC®, AWMA®
Novi Wealth Partners
Wealth Manager
Daniel Satz
CFP®, MPAS® CRPC®, AWMA®
Novi Wealth Partners
Wealth Manager
There aren’t many professions where you have the privilege of creating such amazing, long-lasting relationships, with people from all different walks of life. Seeing these relationships grow, and helping clients realize their financial goals and dreams are what keeps me motivated day to day, and brings me much joy and satisfaction. - Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
Fee-Only financial planner located in Princeton, NJ, serving clients locally and across the country
Daniel Satz is a Princeton, NJ fee-only financial advisor serving clients locally and across the country. Novi Wealth Partners provides comprehensive financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Daniel Satz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Daniel Satz is a CERTIFIED FINANCIAL PLANNER™ professional at Novi Wealth Partners. He has been in the financial services industry for 15 years, starting his financial planning journey at LPL Financial and later transitioning to relationship management at BNY Mellon - Albridge. When Dan joined Novi Wealth Partners in 2015, it was after realizing his desire to return to financial planning with a fee-only firm, where he could build meaningful relationships with clients, and help them to achieve their financial and retirement goals.
Outside of the firm, Dan spends his free time playing music with local musicians, and occasionally at a local venue. He is also a photographer and digital editor and goes on a professional photo shoot every now and then. Daniel lives in NJ with his wife and son.
Daniel Satz is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Novi Wealth Partners was founded in 1998 under the name Private Wealth Management Group, as a Fee-Only™ comprehensive financial planning firm. We are located in Princeton, New Jersey and we service clients both locally and nationally. There are four CERTIFIED FINANCIAL PLANNER® practitioners in the firm, all of whom are members of the prestigious National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Novi Wealth Partners offers comprehensive financial planning, investment management, tax planning advice, retirement planning, estate planning advice, risk management advice and concierge level wealth management. We are committed to providing each of our clients a level of service as unique as they are and we are proud, as Fee-Only™ financial advisors, to offer unbiased financial expertise.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Daniel Satz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Daniel Satz is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Daniel Satz is a Master Planner Advanced Studies℠ Professional (MPAS®)MPAS® designees have completed a Master of Science degree with a major in personal financial planning or financial analysis. The program consists of 36-43 semester credits and delves into personal financial planning or investment-related content. Graduates are required to demonstrate critical thinking skills and problem-solving techniques. Additionally, individuals must complete assignments, projects, research, and papers and meet all graduation requirements for the Master of Science degree.
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Daniel Satz is a Chartered Retirement Planning Counselor℠ (Learn More)The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
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Daniel Satz is an Accredited Wealth Management Advisor® (AWMA®)Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Contact Daniel Satz
Office Locations:
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512 Executive Dr
Princeton, NJ 08540
